How Are You Compensated
Fee For Service
The fee covers the initial plan and a year’s worth of consulting service. There’s no clock ticking: We'll spend as much time with you as it takes to design your plan. At the end of the year, we’ll sit down together and determine what work, if any, needs to be done on an ongoing basis. Renewal fees run anywhere from 50% to 100% of the original fee, depending on the work you need to have done. We are looking for clients who want to establish a long-term relationship.
Compensation for Financial Products
If at some point you determine that an investment or insurance product is an appropriate part of implementing your plan, we ask that you consider acquiring products through Sagemark Consulting or their affiliates. We have access to major companies in the industry and can assist you in finding quality products to help meet your objectives, needs and risk tolerance. All costs related to these products will be fully disclosed and will be in addition to the above fee.
Finally, and very important to the growth of my practice, we are also compensated from what we call your active goodwill. Once our work together is complete, and based solely on your total satisfaction, we will ask you for your help in identifying and introducing to us people, like yourself, who might also benefit from our services.